Filed March 16, 2015
Total covered: 23 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,865 | $57,108+39.8% | $94,228-15.2% | $52,331+52.6% |
| Participation rate | 98.1% | 72.9%+25.1pp | 78.8%+19.3pp | 68.1%+30.0pp |
| Annual return | -1.90% | 1.47%-3.4pp | 10.68%-12.6pp | 4.54%-6.4pp |
| Employer contribution / active EE | $4,658 | $1,735+168.4% | $3,587+29.9% | $1,882+147.5% |
| Participant deferral / active EE | $5,347 | $3,040+75.9% | $4,320+23.8% | $3,022+76.9% |
| Admin fee / account holder | $5,137 | $546+840.1% | $6,269-18.1% | $592+768.4% |